Become Weltee.

Three seats

Ledger, fund, close.

What sits on each seat.

Personal is the ledger: holdings, tax, plan, vault. Capital is the fund: dealflow, portfolio, LPs, a quarter you publish once. Startup is the close: locked actuals, a 13-week plan, Friday's pack. An assistant that answers from those numbers.

On every seat. Dr. Weltee. You type the question you actually have, in the language you think in. It reads the holdings, the pack, or the fund already on the page, and it puts both versions in front of you. It will not tell you what to buy, sell, or lock. The decision stays yours. Agents. On the page you are already looking at, a short brief can be written from those numbers. You do not leave to open a second home. You turn it on when you want it, and you keep the last word. Integrate. The bank, the ledger, and the sheet you already keep can write into Weltee. You allow the other app. The rows land in the books they belong to, and they keep arriving. One currency. A dollar, a lira, and a sterling line still have to be one picture before you move. Each figure keeps its own currency. The frame is one. Every number carries the day it was last true, so you know what you are looking at. The papers. A statement, a term sheet, a lock-up. The file sits next to the holding, the company, or the fund it describes. You stop digging through mail to remember why a number is there. Reports. When someone asks for the picture, you hand them a record from the same books you already run. Not a screenshot, and not a slide you typed twice. One sign-in. One Google account. Personal, Capital, and Startup can sit under it. You can be the principal, the GP, and the founder, or only one of them. You do not keep three logins for one house. Yours alone. Built for an audience of one. Yours. The numbers stay with you. Nothing here is sold, and nothing is shared to make a product for someone else.

Weltee Personal. A principal should not wait for the picture. The whole book is here tonight, both versions sit side by side, and you act. Net worth across the whole book, Cash, listed, crypto, property, RSUs, options, and vesting, Angels, stakes, and LP positions, What you owe, tax, and the plan, Statements next to the holding, Reports you can hand over, Fund NAV the evening they publish.

Weltee Capital. A GP should not rebuild the quarter. Dealflow, the book, the LPs, and the raise sit here, and one publish moves every LP. Dealflow, scoring, and IC memos, Portfolio, KPIs, and the exits, LP roster, calls, distributions, One publish for the quarter, Linked LPs move that evening, Quarterly reports and GP letter, Data room the LPs already have, The fund's own raise, tracked.

Weltee Startup. A founder should not type the pack twice. The locked books are the pack they open, and the same filing can reach the fund. Cash, burn, runway each morning, Lock the books so the pack holds, A cash plan you can still change, Headcount, cap table, and goals, Round terms and the dilution, Investor pack, a link, no login, Data room investors can open, The same filing reaches the fund.

Why

Finance is a skill everyone should have.

No longer a craft you hire.

One picture. The options, side by side. You take the action.

I. One point of truth. One number, carrying the day it was last true. The holding, the fund, and the company read the same figure.

II. See the options. Both versions, side by side, before you move. Cash against the house. NAV against the call. Runway against the raise.

III. Take the action. The assistant explains. You decide. No one has to build the picture for you first.

How · The loop

Entered once.

True on every page.

The founder files their month. The fund publishes its quarter. Every investor's own Weltee moves the same evening. Nobody retypes anything. Nothing waits for the next PDF.

The founder files: ARR $4.6M, Kavak Labs · July. Friday's pack from the books. Investors open a link with no login.

The fund publishes: $1,315, NAV per unit · Q2 2026. Once. Every LP sees the same number the same evening.

The investor page moves: $657,500, 500 units · that evening. $425,000 paid in · $51,000 returned · 0.12x DPI.

The fund publishes Q2 at $1,315 a unit. That evening every linked investor sees $657,500 on 500 units, beside $425,000 paid in and $51,000 already returned. One publish. No attachment, no re-entry, no email that begins “as of last quarter”.

The obligation

Travels the same wire.

Good news moves easily. What actually costs people money is the bill that arrives at one seat and has to be answered from another. Under one roof, the notice and the cash are already on the same page.

The fund calls $37,500 for Q4 follow-on reserves, due 30 September. It appears on the investor's fund page as money owed, beside the $425,000 already paid against a $500,000 commitment and the cash that has to answer it.

How · A private conversation

Ask anything.

Get an honest answer.

Type the question you actually have, in any language. See both versions. The decision is yours.

You: “Is now the right time to write an angel cheque of $250,000 into Ashmere Bio?”

Here is the picture across the book. Listed tech and software already sit at about two fifths of what you own. A $250,000 cheque into Ashmere would land in a different niche, and that is the useful part: the book is light on life sciences. Three things to sit with. Angels are already 6% of the book, and four of the six names have not marked in a year. After the cheque, liquid cover is about 11 months if the September lock-up stays shut. Ashmere is pre-revenue, the round is a 2.4x on a friends-and-family that closed eight months ago, and there is no lead. The diversification is real. The price and the timing are the part to weigh. The decision is yours.

Security

There is only one of you.

Built for an audience of one. Yours. The numbers stay on your seat. The model only ever answers to you. Nothing here is sold, and nothing is shared to make a product for someone else.

What · On the page

Everything you own.

On one page.

The house, the options, the fund stakes and the debt in one frame, in one currency, each carrying the day it was last true.

Run the fund where your LPs already live. Dealflow, IC memos, NAV. Publish once. Every LP's Weltee updates itself.

• Stocks
• Stock options
• Property
• Startup bets
• Private funds
• Venture stakes
• Bonds
• Cash
• Crypto
• Loans you've made
• Land
• Trusts
• Side businesses
• Art & collectibles
• What you owe
• The dull bits

Become Weltee

The rest is quiet.

Invite-only for now. Create an account and we'll open the door. Your money and your data remain yours alone.